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iShares 7-10 Year Treasury Bond ETF
IEF

Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
651
Carmichael Hill & Associates
Maryland
$9K – – –
PCFFS
652
Pacific Center for Financial Services
California
$9K – – –
VCM
653
Vigilant Capital Management
Maine
$9K +$9.43K +85 New
SWM
654
Sugarloaf Wealth Management
Georgia
$8K – – –
TFGT
655
TS Financial Group (TSFG)
Illinois
$8K – – –
CTC
656
Central Trust Company
Missouri
$6K -$15.9K -143 -73%
GLLW
657
Graves Light Lenhart Wealth
Virginia
$5K – – –
GWANC
658
Guardian Wealth Advisors (North Carolina)
North Carolina
$5K – – –
MPWT
659
MassMutual Private Wealth & Trust
Connecticut
$5K – – –
HPC
660
HM Payson & Co
Maine
$5K +$5.11K +46 New
AIM
661
Anchor Investment Management
South Carolina
$4.84K – – –
TIM
662
Tortoise Investment Management
New York
$4K -$3.88K -35 -50%
ADL
663
Asset Dedication LLC
California
$4K – – –
BWM
664
BerganKDV Wealth Management
Minnesota
$4K – – –
TSWM
665
Tyler-Stone Wealth Management
Ohio
$4K – – –
CIAS
666
CFS Investment Advisory Services
New Jersey
$4K +$50.2M +452,556 New
S
667
SignatureFD
Georgia
$3K -$5.33K -48 -66%
AW
668
Avion Wealth
Texas
$3K – – –
NC
669
NewSquare Capital
Pennsylvania
$3K +$3K +27 New
OFG
670
Oxford Financial Group
Indiana
$3K +$3.44K +31 New
AWM
671
Abound Wealth Management
Tennessee
$2.26K +$2.33K +21 New
LS
672
Leelyn Smith
Illinois
$2K -$20.8K -187 -89%
EWM
673
EPG Wealth Management
Georgia
$2K -$7.66K -69 -78%
APC
674
Aspire Private Capital
North Carolina
$2K – – –
WTA
675
Washington Trust Advisors
Massachusetts
$2K – – –
25 26
27
28 29